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Culhane: Financial Planning will get Chartered alliance boost

I read with interest this week that the term “Financial Planner” has been recognised legally in Australia, writes Simon Culhane, Chartered FCSI, CISI chief executive.


Chartered planners sign ex-MetLife director Malcolm Kerr

A Chartered Financial Planning firm has signed up an ex-director of KPMG and MetLife to its board.


Chartered title errors on directory treated 'very seriously'

Adviser directory Unbiased has stressed that it is treating errors on its website ‘very seriously’ after some incorrect uses of Chartered Financial Planning titles were uncovered.


PFS investigates use of Chartered in Unbiased directory

The Personal Finance Society is investigating the use of the CII’s Chartered designations by some individuals on the Unbiased website after errors were uncovered.

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